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Feature Requests

Retirement Distribution planning
this will be considered full retirement distribution planning to enable more detailed retirement conversations
1
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New Features
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planned
net worth tracker
Would be nice to see some sort of widget or tracker or graph to see how net worth has done over time. Fun to see the journey with clients
1
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New Features
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planned
Connect Documents to Google Drive
As a Slant user, it would be great to have an ability to use an assigned Google Drive folder as the "storage space" for all document uploads (and for Kerdora to also see any documents uploaded/changed in Google Drive). This would allow both Slant and Kerdora to have full access to the clients documents. It would also allow print outs of client's financial plans to be put into Google Drive for Slant to be able to reference until a 2-way integration sync is enabled.
1
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New Features
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planned
Mobile App
Mobile app (iOS and Android) for clients to: view plans, upload documents link accounts Advisors can: view client and plan information manage/assign tasks
3
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New Features
·
planned
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